Financial – Northwest Family Business Advisors

Directory Category: Financial

Financial

Atneosen, Keith

Atneosen, Keith

Title(s):

Business Consulting Advisor

Company Name:

Ronald Blue Trust

Business Email:

keith.atneosen@roblue.com

Business Category:

Benefits/Compensation, Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Family Dynamics, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Leadership Development, Marketing/Bus. Dev., Philanthropy, Strategic/Business Planning, Succession/Exit Planning, Trust Officer

Credentials, Professional Designations:

CFP®, AEP®

Barnett, Jeffrey

Barnett, Jeffrey

Title(s):

Wealth Advisor

Company Name:

Merriman Wealth Management

Business Email:

jeffrey@merriman.com

Business Category:

Bocinsky, James

Bocinsky, James

Title(s):

Vice President

Company Name:

Bernstein Private Wealth

Business Email:

james.bocinsky@bernstein.com

Business Category:

Financial, Financial Planner/investment Manager

Title(s):

Partner

Company Name:

Perkins Coie

Business Email:

dbrewer@perkinscoie.com

Business Category:

Business/Business Formation, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Legal

Buhler, Frank

Title(s):

Principal

Company Name:

Zachary Scott & Co.

Business Email:

fbuhler@zacharyscott.com

Business Category:

Banker/Lender, Financial

Title(s):

Principal

Company Name:

Van Campbell CFO

Business Email:

van@vcampbellcfo.com

Business Category:

Business Consulting (non-financial), CFO, Financial, Strategic/Business Planning, Succession/Exit Planning

Title(s):

Partner

Company Name:

Hunt Jackson CPAs

Business Email:

markc@huntjacksoncpa.com

Business Category:

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Estate/Estate Planning, Financial, Legal, Strategic/Business Planning, Succession/Exit Planning, Tax

Credentials, Professional Designations:

CPA

Title(s):

Financial Advisor

Company Name:

Morgan Stanley

Business Email:

james.carney@morganstanley.com

Business Category:

Financial, Financial Planner/investment Manager

Credentials, Professional Designations:

CFP

Carroll, Connie

Carroll, Connie

Title(s):

Relationship Manager

Company Name:

Pillar International Insurance Advisors

Business Email:

connie.carroll@pillarintl.com

Business Category:

Benefits/Compensation, Business Consulting (non-financial), Financial, Insurance/Risk Management, Succession/Exit Planning

Dickinson, Mary

Dickinson, Mary

Title(s):

Principal

Company Name:

Bader Martin

Business Email:

mdickinson@badermartin.com

Business Category:

Accounting/CPA/Bookkeeping, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial

Credentials, Professional Designations:

CPA, CGMA

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